Jonathan O. Eng, IACCP®
Jon has over 10 years’ experience in the financial services industry. Prior to Birch Hill Jon was a Senior Operations Analyst at Boston Trust Walden Company. In addition, Jon held operational leadership positions at State Street Wealth Manager Services, F-Squared Investments and Capital One Financial.
A graduate of the University of Michigan, where he studied economics, Jon also has a JD from the University of Maine School of Law. Jon completed the Investment Adviser Certified Compliance Professional (IACCP®) Program, which requires individuals to demonstrate their knowledge of investment advisor regulatory obligations and requirements.